Key Points Despite reporting plummeting profitability in its recent fiscal fourth-quarter earnings report (for the period ended March 30), Alibaba (NYSE: BABA) shares jumped as investors were excited about the Chinese company’s artificial intelligence (AI) road map. The stock is now trading around breakeven on the year, as of this writing. Let’s dig into the … Read more
SpaceX IPO: Why It Could Burst the AI Bubble
The whipping post
Key Points Talk of an AI bubble has faded since late last year, when signs of weakness in some AI stocks and fears around circular deals triggered a sell-off in names like Nvidia. Since then, a shortage in memory chips and strong demand growth have sent AI stocks surging again, with major indexes hitting all-time … Read more
Can Qualcomm's Advanced AI PC Processors Drive Long-Term Growth?
The whipping post
Qualcomm Incorporated QCOM is expanding its presence in the compute market through its Snapdragon X series processors, aiming to become a major player in artificial intelligence (AI)- powered computing. The company is utilizing its expertise in power-efficient processors and wireless connectivity to strengthen its position in personal computers. Qualcomm’s Snapdragon X Elite and Snapdragon X … Read more
Is Netflix the Next Trillion-Dollar Company?
Key Points Its future may depend less on subscriber growth and more on monetization. Advertising could become the biggest long-term growth driver. The trillion-dollar thesis comes with high expectations. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) already changed how the world watches entertainment. It built the leading global streaming platform, expanded … Read more
Should You Buy Ford Stock Now on the Energy Deal With EDF?
Ford’s F energy division has signed its first major customer agreement, securing a five-year battery storage supply deal with EDF Power Solutions North America. The agreement marks an important milestone for Ford Energy as it pushes deeper into the fast-growing energy storage market tied to renewable power and grid modernization. Per the deal, EDF can … Read more